Strategi Proteksi, Pertumbuhan kekayaan, dan Perencanaan Pensiun Bapak Rudini
| Main Authors: | , Alfian Rosadi, , Prof. Dr. Eduardus Tandelilin, MBA., CWM. |
|---|---|
| Format: | Thesis NonPeerReviewed |
| Terbitan: |
[Yogyakarta] : Universitas Gadjah Mada
, 2013
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| Subjects: | |
| Online Access: |
https://repository.ugm.ac.id/119077/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=59068 |
Daftar Isi:
- This research is a case study that aims to provide recommendations to the High Net Worth Individual client regarding the protection of wealth, investment management, and retirement planning based on the three pillars of wealth management. Wealth management is based on the client's risk profile as measured by two types of questionnaires. The results of measurements of the client's risk profile questionnaire is known to conservatives. Recommendations are given to client, third son, and fourth son as a strategy of self-protection is a unit link PRUlink Syariah Assurance Account and purchase a raider as a health insurance in the form of Pru Hospital and Surgical. Furthermore, the authors recommend the client to protect assets primarily apartment properties as one form of client�s business through property insurance Simas Rumah Hemat + +. The next recommendation, Simas Mobil as a vehicle insurance to protect the client�s three cars. Asset management in this research using two investment scenarios on the basis of asset allocation investment according client's risk tolerance. Return on investment through the scenario I generate an increasing amount of net worth Rp 1.474.060.000,00 one year later and scenario II of Rp 1.415.360.000,00 period a year later. Suitability investment allocations can generate returns which impact on the planned increase in wealth client�s as funds are prepared to retire clients within 8 years.